Seasonal Tax Associate: Client-Focused, Training-Powered

H&R Block, Inc.

Town of River Falls (WI)

On-site

USD 21,000 - 34,000

Part time

14 days+
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Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate in Wisconsin to help clients with tax returns and related services. No prior tax experience required; you’ll receive training and work directly with clients to gather information and prepare returns.

You will meet with clients, explain tax information clearly, identify savings opportunities, and build strong relationships as part of a team. Availability for peak periods may include evenings and weekends; this in-person role offers competitive

Qualifications

  • Completed H&R Block Income Tax Course 1.
  • Experience interacting with customers in a service environment.
  • Strong communication and ability to explain information clearly.
  • Problem-solving skills and ability to organize information.
  • Comfort using digital tools including Copilot and ChatGPT.
  • High school diploma or GED.

Responsibilities

  • Meet with clients to gather information and assess tax needs.
  • Prepare complete and accurate tax returns with training.
  • Explain tax information clearly and offer recommendations.
  • Identify tax savings opportunities and relevant products/services.
  • Use problem-solving to address questions with guidance.
  • Build relationships and support office priorities through teamwork.

Skills

Customer service
Strong communication
Problem-solving

Education

High school diploma / GED
Bachelor's degree in accounting or finance

Tools

Copilot
ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate in Wisconsin to help clients with tax returns and related services. No prior tax experience required; you’ll receive training and work directly with clients to gather information and prepare returns.

You will meet with clients, explain tax information clearly, identify savings opportunities, and build strong relationships as part of a team. Availability for peak periods may include evenings and weekends; this in-person role offers competitive

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